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投资路上的独行侠
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股海_舵手
股海_舵手
·
04-08
$阿里巴巴(BABA)$
ALL In日出东方取替美国，中国人民团7起来
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股海_舵手
股海_舵手
·
04-08
$拼多多(PDD)$
以前一句「中概退市」就让人无所适从了，不知道是不是我太幼稚，现在想想像拼多多这种即便是退市了，只要短期不用钱，应该也问题不大，要么回粉单市场，要么在香港再上市，最重要的是保持自己登记在册，是真股东。如果公司靠谱，那么账上现金回购股权问题不大，如果公司不靠谱，那么退不退市都没法改变公司本性。所以，我不怕了。
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股海_舵手
股海_舵手
·
04-08
$拼多多(PDD)$
老二想要挑战老大的权威，第一个跳出来跟老大对着干，你们认为老大会怎么做才能维护自己的权威？
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股海_舵手
股海_舵手
·
04-08
$阿里巴巴(BABA)$
贸易战打了这么多年了，关税战才开始啊，你争气一点吧
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477
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1
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股海_舵手
股海_舵手
·
03-12
$阿里巴巴(BABA)$
如果阿里是个电商公司，根本不值得投资，但是他现在是个ai 云计算平台，全球第四，亚洲第一，成长高速！想象力打开
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2
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股海_舵手
股海_舵手
·
03-12
$拼多多(PDD)$
这时候不正是你们贪婪的时刻么？抓紧买，再不买，就买不到116的拼多多了。
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546
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2
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股海_舵手
股海_舵手
·
03-11
$拼多多(PDD)$
不比美股， 中概里也是你最便宜了
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510
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股海_舵手
股海_舵手
·
03-10
$阿里巴巴(BABA)$
今年会有一堆阿里的大模型，各种 ai+还有云相关的东西。虽然不喜欢阿里，但等价格合适就闲钱买点，这种必须要在车上啊，凑凑热闹
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639
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股海_舵手
股海_舵手
·
03-10
$拼多多(PDD)$
“有适合的土壤和温度就会产生与之适应的低能耗的新生命” - 很喜欢这句话， 拼多多的确是新时代的土壤+创业者的才智孕育出来的低能耗物种。 拼多多在竞争对手看不起的低利润市场萌发，然后带着成本效率优势进入了主流人群，这也是“颠覆式创新”理论描述的典型过程。
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714
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股海_舵手
股海_舵手
·
03-04
$阿里巴巴(BABA)$
根据最近媒体的报道，这一轮恒生互联企业估值修复中，外资主要买
$腾讯控股(00700)$
，南下内资主要买
$阿里巴巴-W(09988)$
。从这几天的回调来看，阿里波动明显＞腾讯，内资还是以A股那一套割韭菜的方式在炒阿里，而外资明显更淡定，也是以价值投资的方式来买腾讯
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href=\"https://laohu8.com/S/PDD\">$拼多多(PDD)$</a> <v-v data-views=\"1\"></v-v> 不比美股， 中概里也是你最便宜了","listText":"<a href=\"https://laohu8.com/S/PDD\">$拼多多(PDD)$</a> <v-v data-views=\"1\"></v-v> 不比美股， 中概里也是你最便宜了","text":"$拼多多(PDD)$ 不比美股， 中概里也是你最便宜了","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/412337786347728","isVote":1,"tweetType":1,"viewCount":510,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":412043842760992,"gmtCreate":1741616751367,"gmtModify":1741616755520,"author":{"id":"10000000000010496","authorId":"10000000000010496","name":"股海_舵手","avatar":"https://static.tigerbbs.com/067cda6133365badca6b51d9248d2066","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"10000000000010496","authorIdStr":"10000000000010496"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/BABA\">$阿里巴巴(BABA)$</a> <v-v data-views=\"1\"></v-v> 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ai+还有云相关的东西。虽然不喜欢阿里，但等价格合适就闲钱买点，这种必须要在车上啊，凑凑热闹","images":[{"img":"https://static.tigerbbs.com/b35e7ab30fd493f3500b3f4862927dc0","width":"478","height":"474"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/412043842760992","isVote":1,"tweetType":1,"viewCount":639,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"CN","totalScore":0},{"id":412042904506576,"gmtCreate":1741616612777,"gmtModify":1741616614835,"author":{"id":"10000000000010496","authorId":"10000000000010496","name":"股海_舵手","avatar":"https://static.tigerbbs.com/067cda6133365badca6b51d9248d2066","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"10000000000010496","authorIdStr":"10000000000010496"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/PDD\">$拼多多(PDD)$</a> <v-v data-views=\"1\"></v-v> “有适合的土壤和温度就会产生与之适应的低能耗的新生命” - 很喜欢这句话， 拼多多的确是新时代的土壤+创业者的才智孕育出来的低能耗物种。 拼多多在竞争对手看不起的低利润市场萌发，然后带着成本效率优势进入了主流人群，这也是“颠覆式创新”理论描述的典型过程。","listText":"<a href=\"https://laohu8.com/S/PDD\">$拼多多(PDD)$</a> <v-v data-views=\"1\"></v-v> “有适合的土壤和温度就会产生与之适应的低能耗的新生命” - 很喜欢这句话， 拼多多的确是新时代的土壤+创业者的才智孕育出来的低能耗物种。 拼多多在竞争对手看不起的低利润市场萌发，然后带着成本效率优势进入了主流人群，这也是“颠覆式创新”理论描述的典型过程。","text":"$拼多多(PDD)$ “有适合的土壤和温度就会产生与之适应的低能耗的新生命” - 很喜欢这句话， 拼多多的确是新时代的土壤+创业者的才智孕育出来的低能耗物种。 拼多多在竞争对手看不起的低利润市场萌发，然后带着成本效率优势进入了主流人群，这也是“颠覆式创新”理论描述的典型过程。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/412042904506576","isVote":1,"tweetType":1,"viewCount":714,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":409854958219440,"gmtCreate":1741071719291,"gmtModify":1741071721650,"author":{"id":"10000000000010496","authorId":"10000000000010496","name":"股海_舵手","avatar":"https://static.tigerbbs.com/067cda6133365badca6b51d9248d2066","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"10000000000010496","authorIdStr":"10000000000010496"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/BABA\">$阿里巴巴(BABA)$</a> <v-v data-views=\"1\"></v-v> 根据最近媒体的报道，这一轮恒生互联企业估值修复中，外资主要买<a href=\"https://laohu8.com/S/00700\">$腾讯控股(00700)$</a>，南下内资主要买<a href=\"https://laohu8.com/S/09988\">$阿里巴巴-W(09988)$</a>。从这几天的回调来看，阿里波动明显＞腾讯，内资还是以A股那一套割韭菜的方式在炒阿里，而外资明显更淡定，也是以价值投资的方式来买腾讯","listText":"<a href=\"https://laohu8.com/S/BABA\">$阿里巴巴(BABA)$</a> <v-v data-views=\"1\"></v-v> 根据最近媒体的报道，这一轮恒生互联企业估值修复中，外资主要买<a href=\"https://laohu8.com/S/00700\">$腾讯控股(00700)$</a>，南下内资主要买<a href=\"https://laohu8.com/S/09988\">$阿里巴巴-W(09988)$</a>。从这几天的回调来看，阿里波动明显＞腾讯，内资还是以A股那一套割韭菜的方式在炒阿里，而外资明显更淡定，也是以价值投资的方式来买腾讯","text":"$阿里巴巴(BABA)$ 根据最近媒体的报道，这一轮恒生互联企业估值修复中，外资主要买$腾讯控股(00700)$，南下内资主要买$阿里巴巴-W(09988)$。从这几天的回调来看，阿里波动明显＞腾讯，内资还是以A股那一套割韭菜的方式在炒阿里，而外资明显更淡定，也是以价值投资的方式来买腾讯","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/409854958219440","isVote":1,"tweetType":1,"viewCount":3025,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0}],"defaultTab":"posts","isTTM":false}